The Member P&L report is a profit and loss statement by member for a specifed date range. The report can be viewed as a summary or each section can be expanded (click on the '+') for more detailed information.  Totals are calculated per month in the bottom rows of the sections and in the last column for each section for the date range.

The report is filtered on a selected member (1).  A total hour threshold is set so that the time range only includes employees with a minimum number of hours. The report is filtered on a date range (3). You can use the 'Quick set' button to specify the trailing 12 months or a specific year for the date range.

Note: This report can be downloaded in PDF format or Excel/CSV spreadsheet for use outside of the MSPCFO system. When using the '+' the report is stored in a Download Basket to be downloaded with other reports at a later time (see highlighted area below).

The expanded Revenue section shows all revenue for a member by type of work: FFA, Project, T&M and Internal Technical. The Cost includes the same breakdown plus Licenses & Subscription. Each column is totaled.

The Profit and Margin sections are broken down by FFA, Project, T&M and Internal Technical.

The Margin section calculates the margins for each type of work and then gives an average in the total's line.

The shading in the total's line for the Profit section represents where the month stands relative to the previous six month average.  If it is red, it is 15% below that average.  If it is green, it is 15% above that average.  If it is between 15% above or below, there is no shading.  

The Hours section breaks down the hours spent by the member in a number of different areas: total, admin, internal technical, sales, client and the potential hours the member could have worked.

The utilization is the percentage that the member utilized time on client work.  The shading in the utilization line represents the month's standing relative to the previous six months.  If it is red, it is 15% below that average percentage.  If it is green, it is 15% above that average percentage.  If it is between 15% above or below, there is no shading.  

Utilization = Client hours/ Potential hours